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Financial Services Representative Jobs (NOW HIRING)

A Flai Agency

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Financial Services Representative

Morton Grove, IL · On-site

$40K - $75K/yr

Join Our Winning Team as a Financial Services Representative! Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth potential? Look no further! At Mae ...

A Flai Agency

Be Seen First

Financial Services Representative

Morton Grove, IL · On-site

$40K - $75K/yr

Join Our Winning Team as a Financial Services Representative! Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth potential? Look no further! At Mae ...

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How much do financial services representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for financial services representative in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.

What are Financial Services Representatives?

Financial Services Representatives are professionals who help clients manage their finances by offering advice on investments, insurance, retirement, and other financial products. They typically work for banks, insurance companies, or financial firms, and assist clients in making informed decisions based on their individual needs and goals. Their responsibilities may include evaluating client financial situations, recommending suitable products, and maintaining long-term client relationships. Additionally, they must stay updated on financial regulations and market trends to provide accurate information.

What Is a Financial Services Representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are some common challenges Financial Services Representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

What are the key skills and qualifications needed to thrive as a Financial Services Representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.
More about Financial Services Representative jobs
What cities are hiring for Financial Services Representative jobs? Cities with the most Financial Services Representative job openings:
What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
Who are the top companies hiring for Financial Services Representative jobs? The top employers for Financial Services Representative jobs are:
What states have the most Financial Services Representative jobs? States with the most job openings for Financial Services Representative jobs include:
What job categories do people searching Financial Services Representative jobs look for? The top searched job categories for Financial Services Representative jobs are:
What are popular job titles related to Financial Services Representative jobs? For Financial Services Representative jobs, the most frequently searched job titles are:
Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.

Financial Services Representative

Professional Financial Services

Garner, NC

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Key responsibilities

  • Provide outstanding customer service and problem resolution.

  • Perform collection activities on delinquent accounts.

  • Assist with insurance verifications.

Job description

Description

Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? 

 
Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and in person.  
 
If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative! 
Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995.  We have branches in 12 different states.     
  
You’ll know you are a successful Customer Service Representative when you:   
  • Provide outstanding customer service and problem resolution 
  • Perform collection activities on delinquent accounts 
  • Assist with insurance verifications  
  • Perform Welcome Calls  
  • Act as back up to our Administrative Assistant to receive loan payments and fund loans 
  • Perform Skip Tracking and other locate activities 
You could be a great addition as Customer Service Representative if you have:   
  • Previous customer service and/or collections experience 
  • A valid state driver’s license, with an acceptable driver’s record 
  • Access to a reliable automobile for work use 
  
Keep in mind that we provide: 
  • An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. 
  • Monthly Bonus Potential – You have the ability to earn a monthly bonus when your team meets your Company set goals! 
  • Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. 
  • Growth Potential- We believe in fostering our employees’ talents and providing a pathway for their individual career story. 
  • TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation.  We are committed to helping you build a solid foundation and do your job to the best of your abilities.   
Come Begin Your Story! Apply Today! 

Apply